Our Origin
RTS Private Wealth Management Group was founded by a team of dedicated professionals with a shared passion for helping clients achieve their financial dreams. With extensive industry experience, our founders, Paul, Dennis, and Kris, bring distinct backgrounds and experience that enrich our practice.
From mechanical engineering to economics, our diverse backgrounds shape the holistic approach we take with each client.
Our Mission
Our mission is to simplify the complex process of managing wealth for our clients by thoroughly understanding their needs, providing objective advice, and delivering exceptional service. We strive to build lasting relationships that transcend generations, ensuring that each client feels valued and supported every step of the way.
Our Core Values
Family: Building meaningful relationships with each and every client.
Integrity: Committing to the highest standards of ethical behavior.
Knowledge: Leveraging our experience to provide the best possible advice.
Reliability: Being a dependable partner, whenever you need us.
Tradition: Honoring the legacy and values that have shaped our practice.
Our Team
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Paul E. Roy, CFA, CFP®
Co-Founder – Managing Director
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Kristopher R. Tedeschi, CFA, CFP®
Co-Founder – Managing Director
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Dennis A. Schmidt
Co-Founder – Managing Director
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Lauren Monaco
Partner – Practice Director
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Elfidio Lopez Ordonez
Partner – Practice Director of Operations
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Peter Cahill, CFP®
Partner- Private Wealth Consultant
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Dino Stanisic
Senior Client Relationship Manager
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J.R. Feltham
Senior Client Relationship Manager
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Nycole Vannata
Senior Client Relationship Manager
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